The ideal founder archetype starts with deep technical expertise and product sense. They then develop exceptional business and commercial acumen over time, a rarer and more powerful combination than a non-technical founder learning the product.
The most successful founders, like Koenigsegg, say the same things on day one as they do 20 years later. Their success comes not from pivoting, but from the relentless, decades-long execution of a single, powerful vision. This unwavering consistency compounds into a massive competitive advantage and defines the company's character.
A16z's foundational belief is that founders, not hired "professional CEOs," should lead their companies long-term. The firm is structured as a network of specialists to provide founders with the knowledge and connections they lack, enabling them to grow into the CEO role and succeed.
To be truly successful, a product leader cannot just focus on features and users. They must operate as the head of their product's business, with a deep understanding of P&Ls, revenue drivers, and capital allocation. Without this business acumen, they risk fundamentally undercutting their product's potential impact and success.
The traditional product management skillset is no longer sufficient for executive leadership. Aspiring CPOs must develop deep expertise in either the commercial aspects of the business (GTM, revenue) or the technical underpinnings of the product to provide differentiated value at the C-suite level.
Instead of chasing trends or pivoting every few weeks, founders should focus on a singular mission that stems from their unique expertise and conviction. This approach builds durable, meaningful companies rather than simply chasing valuations.
Many viable products fail not because they are bad, but because the introverted creator cannot sell or network. The solution isn't to change their personality but to find a co-founder who excels at sales, fundraising, and client relations, creating an essential alchemy of talent.
The "CEO of the product" role at a large company involves managing the inertia of an already successful product. This is fundamentally different from founding, which requires creating value from nothing with no existing momentum. The skill sets are deceptively dissimilar.